crossing the chasmsilta.personifycloud.com/.../993/km_crossingchasm.pdf · checklist for crossing...
TRANSCRIPT
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Crossing the Chasms
ILTA ’09
Knowledge Management Peer Group Track
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Learning Goals
Via case studies, ideas for projects that:
• Benefit the firm (and you)
• Facilitate knowledge-sharing
• Involve cross-departmental collaboration
Checklist for successful projects
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Top Takeaway
There will be two chasms
• Business chasm
• Political chasm
Cross them through alignment with both
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Case Study #1: Orrick
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Case Study #2: Akin Gump
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Overview of AG Experience
Homegrown collaborative tool
Automated tracking of individual and engagementexperience
Manual tracking of significant matters
Reporting features aid proposals and submissions
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A Three-in-One Endeavor
Marketing
• Access experience data instantly
• Simplify proposal generation
Accounting/Business Acceptance
• Reduce custom data queries by exposing more
• Create front-end mechanism to change/supplementinformation at the practice level
Practice Management
• Know who’s doing what
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Challenges and Solutions
Challenge: Data entry was too difficult
• Reduced marketing’s ability to capture data quickly;disenfranchised users
• Precluded lawyer participation in data capture
Solution: Contemplate needs and pressures ofintended users in building technical specs
• Faster, cleaner UI was later built
• Integrate into portal – make it top of mind
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Challenges and Solutions
Challenge: We Built It But They Didn’t Come
• Core features were under-utilized, including reports intendedfor use with proposals
• Minor development choices created major user problems
Solutions:
• Ensure each constituency’s ownership of its data
• Validate proposed solutions during development
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Challenges and Solutions
Challenge: Tighten integration to bring in all parties
• Example: Could associate evaluation process be launchedfrom the singular matter database?
Solution: Sweeten the deal for new collaboration
points
• Answer with clarity to each partner: “What’s in it for me?”
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Takeaways
Committed, continuous leadership is the greatestindicator of a project’s success.
Design the tool’s function to the user - neverassume that user behavior will adapt to thetechnology.
Know what’s driving all constituencies - andconfirm you’re delivering it.
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Case Study #3: Wilson Sonsini
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“Windmills” – minimalchanges to existingresources
Expensive dedicatedresources
Develop business
Deliver well
Collect fees
2009 KM SolutionsBig-budget SolutionsGoals
Business AlignmentOverall approach
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Repackage andpublish deal data as“state of the market”
Large sponsorshipand events spend
Build firm brand andgenerate leads
2009 KM SolutionBig-budget SolutionGoal
Business AlignmentStart-up practice, phase 1
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CLIENTS
ATTORNEYS / PARALEGALS / SECRETARIES
IT GC MARKETING FINANCEKM
Political AlignmentStart-up practice, phase 1
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The Entrepreneurs’ Report
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Business AlignmentStart-up practice, phase 2
Repackage andpublish deal data as“state of the market”
Large sponsorshipand events spend
Build firm brand andgenerate leads
2009 KM SolutionBig-budget SolutionGoal
Turn “inside”document assemblytool “outside”
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CLIENTS
ATTORNEYS / PARALEGALS / SECRETARIES
IT GC MARKETING FINANCEKM
Political AlignmentStart-up practice, phase 2
![Page 19: Crossing the Chasmsilta.personifycloud.com/.../993/KM_CrossingChasm.pdf · Checklist for Crossing the Chasms Align the project with business and politics Focus on real need, not KM](https://reader033.vdocuments.mx/reader033/viewer/2022050305/5f6d6886d7dc407f6623d0d8/html5/thumbnails/19.jpg)
The Venture Financing Term Sheet Generator
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Checklist for Crossing the Chasms
Align the project with business and politics
Focus on real need, not KM theory
Communicate both within and outside of the team
Account for regional differences
Secure committed, continuous leadership
Adapt the resource to the user, not vice versa
Match the resource to each constituency’s drivers
Go for “windmills” rather than “treadmills”
Phase delivery and adapt to feedback